WFA of San Diego’s iShares Russell 2000 ETF IWM Stock Holding History

WFA of San Diego’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-50	Closed	-$12.4K	–	228
2026 Q1	$12.4K	Hold	50	–	–	0.01%	288
2025 Q4	$12.3K	Hold	50	–	–	0.01%	303
2025 Q3	$12.1K	Hold	50	–	–	0.01%	313
2025 Q2	$10.8K	Buy	+50	New	+$10.1K	0.01%	315
2024 Q3	$11K	Hold	50	–	–	0.01%	275
2024 Q2	$10.1K	Buy	+50	New	+$10.1K	0.01%	281
2023 Q3	$8.84K	Hold	50	–	–	0.01%	288
2023 Q2	$9.36K	Buy	+50	New	+$8.91K	0.01%	282
2023 Q1	–	Sell	-50	Closed	-$8.72K	–	237
2022 Q4	$8.72K	Buy	+50	New	+$8.89K	0.01%	369
2022 Q3	–	Sell	-50	Closed	-$8K	–	234
2022 Q2	$8K	Buy	+50	New	+$9.22K	0.01%	291
2020 Q3	–	Sell	-2,641	Closed	-$443K	–	161
2020 Q2	$443K	Buy	+2,641	New	+$347K	0.1%	168

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFA of San Diego's IWM Position: Q2 2026 in Review

WFA of San Diego sold out of iShares Russell 2000 ETF (IWM) in Q2 2026, closing a stake of 50 shares — an estimated $12.4K sold.

WFA of San Diego first reported a position in IWM in Q2 2020 and held it in 11 quarters. The position peaked at $443K in Q2 2020. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

WFA of San Diego reported no remaining iShares Russell 2000 ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 50 iShares Russell 2000 ETF shares in Q2 2026, an estimated $12.4K.
WFA of San Diego first reported a position in iShares Russell 2000 ETF in Q2 2020 and held it in 11 quarters.
WFA of San Diego's iShares Russell 2000 ETF position peaked at $443K in Q2 2020.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.